Client Introductions

Introduce a friend, colleague or family member

Rated 5 from 76 Reviews

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Refer a client and get a $500 gift card!

At Olive Road Financial, we prioritise relationships built on trust, expertise and mutual success. As a valued client, we are excited to invite you to take advantage of our latest referral program.

Here's how it works:

  1. Provide your Olive Road Financial Broker your
    referral's contact details.

  2. Loan opportunity needs to be greater than $500K.

  3. After loan settlement we will reach out to gift
    you a $500 VISA gift card.*

Don't miss out on this opportunity to share wealth and elevate your financial journey together. Reach out to your network today and let them experience the exceptional service and benefits that Olive Road Financial has to offer.

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RH

Rebecca Howe

Working with Tony and Chris at Olive Road Financial was an absolute pleasure. They offer a level of service that truly sets them apart. From start to finish, their communication was clear, prompt, and professional. They were not only incredibly knowledgeable but also personable and friendly, which made the entire process smooth and stress-free. We always felt informed and supported every step of the way. Even after the loan settled, they continued to check in. We highly recommend Tony, Chris, and the team at Olive Road Financial to anyone looking for a seamless, supportive, and genuinely positive experience. They made what can often be a stressful journey, feel easy and even enjoyable.

CB

Caitlin Bailey

Cannot recommend Tony and the team enough. So incredibly patient, knowledgeable and responsive. As first home buyer I had no clue what I was doing, Tony was contactable every step of the way and made sure I understood the whole process. Very positive experience and will definitely use again.

N

Nathan

Highly recommend! Grant and Chris were knowledgeable, patient and very easy to work with. No pressure and focused on our best interests.

Terms & Conditions:

The referral program is open to all existing customers of Olive Road Financial. Existing customers can refer friends, family, or acquaintances to Olive Road Financial.

Participants must be of legal age and comply with applicable laws and regulations and referrals must be submitted to a representative of Olive Road Financial to be eligible. Referrals received outside of the specified channels may not be eligible for rewards.

Referrers are eligible to receive their $500 VISA gift card if their referred individual becomes a signed client with Olive Road Financial and completes their first transaction with Olive Road Financial. Referrers will receive their $500 VISA gift card within30 days after the referred individual fulfills the required criteria. Any attempts to manipulate or engage in fraudulent activities, including creating multiple accounts or providing false information, may result in disqualification from the referral program. 

Olive Road Financial reserves the right to investigate and take appropriate action against any suspected fraudulent activities. Olive Road Financial reserves the right to modify or terminate the referral program at any time without prior notice. Any changes to the program terms and conditions will be communicated to participants through appropriate channels. Referral program participant information will be treated in accordance with the company's privacy policy. Referrers and referred individuals may be contacted by Olive Road Financial for program-related communications.

Olive Road Financial reserves the right to interpret and make final decisions on all matters related to the referral program, including eligibility, rewards, and any disputes. Gift cards are not refundable or are not exchangeable for cash, goods or services.

Frequently Asked Questions

Can you help with services other than lending?

We have partnered up with some of the industry leading firms that deliver world class recommendations in investments and insurance. We can support you by understanding your objectives and connect you to a trusted specialist.

I want to purchase a vehicle, do you help with Asset Finance?

We support all types of asset finance transactions including vehicles, plant & equipment, medical equipment & more.

Can you help me leverage my SMSF to purchase property with an SMSF Loan?

If you are looking at acquiring a residential or commercial property in your SMSF, we can assist you with the most competitive and tailored solution to your needs.

Are you specialised in Commercial Lending?

Maybe you are looking at expanding your business or looking to acquire a commercial property. We bring a high level of expertise alongside our flexible range of commercial lending solutions.

Do you help with Residential Property Lending?

Whether its for your home or for expanding your investment property portfolio, navigating through all the options can be daunting. We will support you in providing the right solution and benefits, by considering all your goals and circumstances.

Are you able to help Medical Professionals with a new loan?

We are experts in supporting Medical Professionals. Whether you are commencing your practice or focused on growing and consolidating - we can help you with bespoke financial solutions specifically catered for health professionals.

Can you help with services other than lending?

We have partnered up with some of the industry leading firms that deliver world class recommendations in investments and insurance. We can support you by understanding your objectives and connect you to a trusted specialist.

Ready to get started?